đŻ Scope Management: Requirements and Scope
The Story of Building Your Dream Treehouse
Imagine you want to build the coolest treehouse ever. But wait! Before you grab a hammer, you need to know exactly what everyone wants. Does your little sister want a slide? Does your brother want a secret door? Does Mom want it to be safe?
Thatâs what Scope Management is all about! Itâs like making a super-detailed wish list and blueprint before building anything.
đ§Š What Is Scope Management?
Think of Scope as the boundary line around your project.
Inside the line = What we WILL build Outside the line = What we WONâT build
If you donât draw this line clearly, people keep adding things:
- âAdd a pool!â
- âAdd a roller coaster!â
- âAdd a helicopter pad!â
Suddenly, your treehouse project becomes impossible! đą
Scope Management helps you:
- Find out what people really need
- Write it down so nobody forgets
- Track every requirement
- Define exactly what youâre building
đ The Collect Requirements Process
What Is It?
Collecting requirements is like being a detective. You ask questions, listen carefully, and write down what everyone needs.
The Simple Version
Ask â Listen â Write â Confirm
Real-World Example
Project: Build a Mobile App for Pizza Ordering
| Who You Ask | What They Want |
|---|---|
| Customers | Easy ordering, save favorites |
| Delivery drivers | Clear addresses, GPS |
| Restaurant owner | See all orders, track money |
How Do You Collect Requirements?
Method 1: Interviews đ¤
- Sit down with people one-on-one
- Ask open questions like âWhat problems do you face?â
- Example: âWhatâs the hardest part about ordering pizza now?â
Method 2: Focus Groups đĽ
- Bring 6-10 people together
- Let them discuss and build on each otherâs ideas
- Example: Pizza lovers sharing what they love/hate about apps
Method 3: Questionnaires đ
- Send questions to many people
- Great for getting lots of opinions
- Example: Survey asking âRate these features 1-5â
Method 4: Observation đ
- Watch people do their work
- See problems they donât even mention
- Example: Watch how cashiers handle phone orders
Method 5: Prototypes đ¨
- Build a simple mockup
- Let people click around and give feedback
- Example: Paper sketch of the app screens
graph TD A["Start: Need Requirements"] --> B["Choose Method"] B --> C["Interviews"] B --> D["Focus Groups"] B --> E["Questionnaires"] B --> F["Observation"] B --> G["Prototypes"] C --> H["Document Findings"] D --> H E --> H F --> H G --> H H --> I["Confirm with Stakeholders"] I --> J["Requirements Complete!"]
Pro Tip đĄ
Never assume you know what people want. ASK THEM! Even silly questions lead to important discoveries.
đ Requirements Documentation
What Is It?
After collecting requirements, you need to write them down properly. This document becomes your âsource of truth.â
Think of It Like a Recipe Book
Just like a recipe tells you exactly what ingredients you need and how to use them, Requirements Documentation tells your team exactly what to build.
What Goes Inside?
| Section | What It Contains | Example |
|---|---|---|
| Business Requirements | Why are we doing this? | âIncrease pizza sales by 30%â |
| Stakeholder Requirements | What do people need? | âCustomers need to order in under 2 minutesâ |
| Solution Requirements | How will it work? | âApp will have one-tap reorder buttonâ |
| Functional Requirements | What should it DO? | âSystem shall send order confirmation emailâ |
| Non-Functional Requirements | How should it PERFORM? | âPage must load in under 3 secondsâ |
Example: Functional vs Non-Functional
Functional (What it DOES):
- User can add toppings to pizza
- User can see order history
- User can pay with credit card
Non-Functional (How it PERFORMS):
- App works on iOS and Android
- System handles 1000 orders per hour
- Data is encrypted for security
The Golden Rule đ
If itâs not written down, it doesnât exist.
Everyoneâs memory is different. Writing things down prevents arguments later!
đ Requirements Traceability Matrix (RTM)
What Is It?
The RTM is like a GPS tracker for requirements. It shows where each requirement came from and where it ends up.
Why Do We Need It?
Imagine building that treehouse:
- Your sister wanted a slide
- But the builder forgot about it
- Now sheâs crying! đ˘
The RTM prevents this by tracking every single requirement from start to finish.
Simple Example
| Req ID | Requirement | Source | Design | Code | Test |
|---|---|---|---|---|---|
| R001 | One-tap reorder | Customer Survey | D003 | C012 | T005 |
| R002 | GPS tracking | Driver Interview | D007 | C018 | T009 |
| R003 | Order history | Focus Group | D004 | C015 | T006 |
What Each Column Means
graph LR A["Requirement ID"] --> B["Unique number like R001"] C["Source"] --> D["Where did this come from?"] E["Design"] --> F["Which design includes this?"] G["Code"] --> H["Which code file builds this?"] I["Test"] --> J["Which test checks this?"]
The Power of Traceability
Forward Tracing âĄď¸
- Start with requirement
- Follow it to design, code, and testing
- âDid we build what was asked?â
Backward Tracing ⏠ď¸
- Start with a feature in the product
- Trace back to original requirement
- âWhy did we build this?â
Real Benefit
When the boss asks: âWhy did we add this expensive GPS feature?â
You show the RTM: âSee? The delivery drivers requested it in their interview on March 5th. Hereâs the link to the meeting notes.â
No more blame games! đ
đŻ Define Scope Process
What Is It?
This is where you take all those requirements and create a crystal-clear description of what youâre building.
The Treehouse Analogy
Before Define Scope: âBuild a cool treehouseâ
After Define Scope: âBuild a 6x8 foot wooden treehouse, 10 feet high, with one ladder entrance, two windows, a rope swing, and a small balcony. Painted green. No electricity. Must support 4 children.â
See the difference? Now everyone knows EXACTLY what to build!
How to Define Scope
Step 1: Look at all your requirements Step 2: Decide whatâs IN and whatâs OUT Step 3: Write a detailed description Step 4: Get everyone to agree
graph TD A["All Requirements"] --> B{Can we do it?} B -->|Yes| C["IN Scope"] B -->|No| D["OUT of Scope"] C --> E["Write Description"] D --> F["Document for Later"] E --> G["Get Approval"] G --> H["Scope Defined!"]
Expert Judgment
Sometimes you need smart people to help decide:
- Is this technically possible?
- Do we have enough time?
- Do we have enough money?
These experts help you make good decisions about whatâs IN and OUT.
Product Analysis
For products (like software), you might:
- Study similar products
- Break down features
- Analyze what makes them successful
đ Project Scope Statement
What Is It?
The Project Scope Statement is the official document that describes your project scope. Itâs like the constitution of your project.
Whatâs Inside?
| Element | What It Means | Example |
|---|---|---|
| Product Scope Description | What are we building? | âA mobile pizza ordering appâ |
| Deliverables | What will we hand over? | âiOS app, Android app, Admin dashboardâ |
| Acceptance Criteria | How do we know itâs done? | âApp passes security audit, loads in <3 secondsâ |
| Exclusions | What are we NOT doing? | âNo iPad version, no websiteâ |
| Constraints | What limits us? | âBudget: $50,000, Time: 6 monthsâ |
| Assumptions | What do we believe is true? | âUsers have smartphones with internetâ |
Example Scope Statement Snippet
PROJECT SCOPE STATEMENT
-----------------------
Project: PizzaQuick Mobile App
PRODUCT DESCRIPTION:
A mobile application allowing customers
to order pizza in under 2 minutes.
DELIVERABLES:
â iOS Application
â Android Application
â Restaurant Dashboard
â User Documentation
EXCLUSIONS:
â Website version
â Tablet-optimized version
â Loyalty rewards system (Phase 2)
ACCEPTANCE CRITERIA:
⢠App loads in under 3 seconds
⢠Checkout in maximum 4 taps
⢠99.9% uptime during peak hours
Why Exclusions Matter
Exclusions are just as important as inclusions!
Without exclusions, someone might say:
âI assumed we were building a website too!â
With clear exclusions:
âNope! See? Website is listed as OUT of scope.â
Constraints vs Assumptions
Constraints = Things we KNOW limit us
- Budget is $50,000 (we know this for sure)
- Must launch before Christmas (fixed deadline)
Assumptions = Things we BELIEVE are true
- Users have internet (we assume this)
- Pizza shops are open 7 days (we assume this)
Warning: If assumptions are wrong, the project can fail!
đ How It All Connects
graph TD A["Collect Requirements"] --> B["Requirements Documentation"] B --> C["Requirements Traceability Matrix"] A --> D["Define Scope"] D --> E["Project Scope Statement"] B --> D C --> E E --> F["Everyone Knows What to Build!"]
The Beautiful Flow
- Collect Requirements â Gather what people need
- Document Requirements â Write everything down
- Create RTM â Track each requirement
- Define Scope â Decide whatâs IN and OUT
- Scope Statement â Make it official
đ Key Takeaways
Remember These Forever!
| Concept | One-Line Summary |
|---|---|
| Collect Requirements | Be a detective - ask, listen, write |
| Requirements Documentation | Your projectâs recipe book |
| Requirements Traceability Matrix | GPS tracker for requirements |
| Define Scope | Draw the boundary line clearly |
| Project Scope Statement | The official âwhat weâre buildingâ document |
The Ultimate Lesson
Good scope management = Happy stakeholders + Successful project
When everyone knows exactly whatâs being built, there are no surprises, no arguments, and no crying sisters missing their slides! đ˘
đ Youâve Got This!
Scope Management isnât scary. Itâs just about:
- Asking the right questions
- Writing things down clearly
- Tracking everything carefully
- Defining boundaries firmly
Now go manage that scope like a pro! đŞ
